Richard Schaefer, AWM

Senior Vice President - Branch Director, Senior Consulting Group

520-615-4324 | Email |
520-299-3671

Richard is the managing partner of Coast to Coast Financial Advisors. As a branch director for many years, he primarily focuses on complex issues surrounding estate, trust and philanthropic planning, and coordinating with our clients’ tax and legal professionals.

Experience

  • More than 35 years of experience in the financial industry, specializing in
    individual portfolio development and management

Education and licenses

  • Bachelor of Science degree in business administration from University of Arizona
  • Has passed the Series 7, 8, 31, 63 and 66 securities exams
  • Insurance licensed
  • Accredited Wealth Manager (AWM) designation
  • Registered under NMLS#1631993 through City National Bank

Recognitions

  • Chairman’s, President’s or Director’s Council Award recipient since 1994
  • Dick McFarland Volunteer of the Year Award recipient for the RBC Wealth
    Management employees who made the most outstanding contributions to
    their community – 2003
  • The Spirit of Philanthropy award for dedication to philanthropic issues – 2006
  • The Dynamic Duo award for extensive community service – 2008
  • Father of the Year – Community of Tucson – 2006
  • RBC Global Citizen Award – 2017

Community involvement

  • President of board of directors, St. Augustine High School — 2008 – current
  • Chairman of the Pima County Board of Adjustments — 1994 – current
  • Commissioner, Pima County Commission on Trial Court Judges — 2002 – current
  • Steele Children’s Research Center, board member — 1990 – 2002
  • Tucson Medical Center Audit and Oversight Committee — 2000 – current
  • Founding member of the Father’s Day Council – Tucson — 1994 – current
  • Tucson Museum of Art – Trustee — 2016 – current
  • Ronald McDonald House Charities of Southern Arizona – Development
    Committee member — 2017 – current
  • JobPath board member — 2004 – current
  • Honorary board member of Tucson Ladies Council (TLC) — 2004 – current
  • Sonoran Institute, board of directors
  • Sonoran Institute — 2018 – current, Chair, Finance Committee

Personal

  • Richard and his wife, Stella, are both third generation residents of Tucson
    and they have two sons and one grandson
  • Achieved fifth-degree Master Black Belt in Tae Kwon Do and instructor
  • Richard’s great-grandmother arrived in Tucson in a covered wagon

Vance L. Falbaum, AWM, CIMA®

Managing Director - Financial Advisor, Senior Consulting Group

520-615-4339 | Email |
520-299-3671

Experience

  • Member of RBC Wealth Management’s Chairman’s Council, which represents the
    top 150 of the financial advisors in the firm since 2004

  • Member, RBC Wealth Management’s Senior Consulting Group

  • Member, RBC Wealth Management’s Institutional Consulting Group

  • Member, RBC Wealth Management’s ERISA Advisory Group

  • Affiliate Member, Arizona Society of Certified Public Accountants

  • Associate Member, Society for Human Resource Management – Greater Tucson
    Chapter

  • Member, Western Pension Benefits Conference

Education and licenses

  • Member, Investment Management Consultants Association (IMCA®)
  • Master’s Degree in Legal Studies (Magna Cum Laude), James E. Rogers School of
    Law, University of Arizona
  • Bachelors of Arts in Communication Studies, Cognate (minor) in Engineering,
    Virginia Tech
  • Holds the Certified Investment Management Analyst (CIMA®) designation
  • Holds the Certified Investment Strategist (CIS) designation
  • Is an Accredited Wealth Manager (AWM)
  • Registered under NMLS#1588229 through City National Bank

Recognitions

  • Member of RBC Wealth Management’s Chairman’s Council, which represents
    the top 150 financial advisors of the firm
  • 2018 Forbes Best-In-State Wealth Advisor list
  • 2015 FT 400 Top Advisor by Financial Times*

Community involvement

  • Member, Boys and Girls Clubs of Tucson, Senior Board of Directors
  • Member, DM-50
  • Member, Tucson Airport Authority
  • Salpointe CHS Investment Committee

Personal

  • He is married with four sons, ages 24, 23, 23, 22 (as of 07/2018) and has lived in
    Tucson since 1988.

Robert Present

Senior Vice President - Financial Advisor, Consulting Group

520-615-4338 | Email |
888-632-7461

Experience

  • More than 35 years of experience in the financial industry, specializing in the analysis of money manager styles and performance
  • A founding member of RBC Wealth Management’s Investment Advisory Group
  • Published in the Tucson Citizen

Education and licenses

  • Has passed the series 7, 63 and 65 securities exams
  • Insurance licensed
  • Registered under NMLS#1631990 through City National Bank

Recognitions

  • President’s Council award recipient since 1998
  • Man of the Year, Jewish Community of Tucson, Arizona – 2000
  • Featured in the premier Financial Advisor magazine, Registered Representative, in 1998
  • Father of the Year – Community of Tucson – 2008

Community involvement

  • Established a mentoring program for University of Arizona Native American students majoring in finance
  • Past president of the Jewish Federation of Southern Arizona
  • Federation campaign chairman in 2000 and 2001 of the Jewish Federation of Southern Arizona, responsible for raising $3 million each year
  • 2003 President of his synagogue, Congregation Anshei Israel
  • Past president and founder – Steven M. Gootter Foundation, responsible for raising $2 million to fund an endowed chair position at the University of Arizona Sarver Heart Center
  • Board Member of Arizona Sonora Museum
  • Advisory Council for the Judaic Studies Department at the University of Arizona

Personal

  • Bobby is a third generation resident of Tucson
  • Bobby and his wife, Deborah Oseran, have three children: Naomi (Joshua), Joshua (Missy) and Claire (Cameron), and six grandchildren: Lena Joy, Harry, Jack, Fiona, Aaron and Josie

Linda ImmermanStoffers

First Vice President - Financial Advisor, Consulting Group

520-615-4306 | Email |
520-299-3671

Experience

  • More than 21 years of experience in the financial industry specializing in risk
    analysis and comprehensive wealth planning, including tax directives and
    insurance solutions

Education and licenses

  • Has passed the series 7, 63 and 65 securities exams
  • Life, disability, health and variable annuity licenses for numerous states
  • Registered under NMLS#1633756 through City National Bank

Recognitions

  • Featured in Registered Representative premiere magazine, in 1999
  • Gala co-chair, Jewish Family & Children’s Service, in 1999
  • Gala chair, Tucson Heart Ball, in 2004
  • Tucson Remarkable Mom, in 2005 
  • Co-Chair, 2019 Women’s Foundation Luncheon

Community involvement

  • Trustee — Women’s Foundation of Southern Arizona
  • Board member — El Rio Health Center Foundation 
  • Former chair and executive board member — Old Pueblo Division Board of Directors, American Heart Association 
  • Former executive board member — Southern Arizona American Red Cross 
  • Former executive board member — Jewish Family & Children’s Service 
  • Former Southern Arizona Leadership Council — Alzheimer’s Association 
  • Member, Finance Committee — El Rio Health Center Foundation

Personal

  • Linda and her husband, Bill, are proud parents to five daughters and have
    eight grandchildren

Aaron Crowley, CFP®, CLU®

Financial Advisor

520-615-4327 | Email |
520-299-3671

Experience

  • More than eight years of experience in the financial services industry specializing in wealth management planning, insurance products and risk management

Education and licenses

  • Graduate of the Arizona State University with a bachelor’s degree in business and communications
  • Has passed the series 6, 7, 63 and 65 securities exams, as well as an Arizona
    insurance license
  • Registered under NMLS #747922 through City National Bank

Recognitions

  • Named in 2018 to the Forbes/SHOOK Next-Gen Wealth Advisor**
  • Named amongst the “Top 500 Millennial Advisors” of 2017 by Forbes Magazine**

Community involvement

  • Active Member of the Tucson Conquistadores – member since 2016
  • Board Member of The First Tee of Tucson – member since 2015
  • Treasurer of the Active 20/30 Club of Tucson (President 2013-2015) – member since 2012
  • Associate board member of the Boys and Girls Clubs of Tucson – member since 2011
  • New Connections chair member of the Tucson Metro Chamber of Commerce
  • Associate board member of the Southern Arizona Community Sports (SACS) —
    member since 2013

Personal

  • Married to LeAmber
  • Born in Austin, Texas, but proud to call Tucson, Arizona home

CFP® professionals are dedicated to the highest level of professionalism and ethical standards, and, through the intensive requirements, gain a greater understanding of risk management techniques, as well as insurance, tax, estate, investments, and retirement planning. These topics of study allow CFP professionals to enhance their client relationships and add value toward helping clients achieve their financial objectives.
The CLU® designation is one of the oldest and most respected credentials in financial services, dating back to the late 1920's. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.

Gustavo Corte

Financial Advisor

520-615-4318 | Email

Experience

  • More than four years of experience in the financial services industry with a focus on developing new client relationships and all areas of wealth management

Education and licenses

  •  Bachelor of Science degree in business administration, The University of Arizona, Eller College of Management
  • Has passed the FINRA Series 7 securities exam
  • Has passed the FINRA Series 66 securities exam
  • State of Arizona life, health, disability, and long-term care insurance licenses
  • Registered under NMLS #1389695 through City National Bank

 Community involvement

  • Board member, Tucson Young Professionals
  • Junior board member, Big Brothers Big Sisters of Tucson
  • Member, Tucson Metro Chamber of Commerce
  • Member, Tucson Hispanic Chamber of Commerce
  • Member, Fresh Produce Association of the Americas
  • Volunteer, Arizona Technology Council
  • Volunteer, Junior Achievement of Southern Arizona

Personal

  • Fluent in Spanish
  • Tucson resident for 13 years
  • Dog father of Enzo and Asher — Miniature Pinschers

Hobbies

  • Classic car restoration
  • Golfing
  • Boating

Deanna Jones

Senior Registered Client Associate

520-615-4348 | Email
520-299-3671

Experience

  • More than 27 years of experience in the securities industry
  • Client associate and operations manager at Prudential Securities
  • Retirement plan operations manager at Home Federal Savings
  • Pima Savings retirement plan manager

Education and licenses

  • Series 7 and 63 securities licenses
  • Arizona insurance licensed

Community involvement

  • Past president, vice president and treasurer of her church ladies mission group
  • Volunteer at Desert Christian High School

Personal

  • Married since 1983 with two children and three grandchildren
  • Enjoys hiking, drag racing, collecting antiques, crochet and making jewelry

Sandy Zimberoff

Branch Service Mgr/Sr Registered Client Assoc

520-615-4349 | Email
520-299-3671

Experience

  • More than 30 years of experience in the securities industry
  • Saving and loan industry teller working her way up to retirement plan representative

Education and licenses

  • Series 7, 9, 10 and 63 securities licenses

Community involvement

  • Past board member of Sisterhood at her synagogue
  • Past secretary of the Tucson Chapter of the Model A Ford Club of America
  • Past board member of the Tucson Chapter of the Father’s Day Council
  • Walk to benefit Steele Memorial Children’s Hospital Research to find a cure for juvenile diabetes

Personal

  • Married since 1984 with one child
  • Enjoys gardening, cooking, quilting, stamping and any craft that catches her eye

Tammy Sandoval

Senior Client Associate

520-615-4369 | Email
520-299-3671

Experience

  • More than 29 years of experience in the securities industry
  • Past senior branch operations associate

Recognitions

  • 2013 RBC Wealth Management Annual Award of Excellence winner

Community involvement

  • Volunteer Catholic Youth Services
  • Past treasurer of local youth sports organization

Personal

  • Married since 1978 with one child and three grandsons, Jeremy, Noah
    and Landon
  • Enjoys ATV trail riding, hiking and gardening

Kathe Simmonds

Senior Registered Client Associate

520-615-4347 | Email
888-632-7461

Experience

  • Nearly 20 years of experience in the financial services industry, joining
    RBC Wealth Management in 2013 from Morgan Stanley with a background
    that includes bookkeeping and tax prep

Education and licenses

  • Has passed the series 7 and 66 securities exams; handles all administrative
    and client service functions

Personal

  • Lives in Green Valley with her husband, Glenn, of 34 years
  • Enjoys spending time with her family
  • Supports Green Valley Fire Fighters Foundation; enjoys cruising, camping,
    embroidery and genealogy

Joanna Stigler, CRPS®

Registered Client Associate

520-615-4346 | Email

Experience

  • Responsible for managing, coordinating and implementing 401(k) plan components
  • Performs marketing and administrative duties for both corporate and private clientele
  • More than 3 years of experience in the securities industry and 10 years
    in high-end retail and customer service

Education and licenses

  • Has passed the series 7 and 66 securities exams and holds Arizona insurance license

Personal

  • Speaks both French and Spanish fluently

Our team

We serve as our clients’ trusted advisor and comprehensive resource; achieving their goals now and for generations to come.